See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $73,735 |
Filed as: AMERIPRISE FINANCIAL SERVICES, LLC Service code 55 70100 AMERIPRISE FINANCIAL CENTER · MINNEAPOLIS, MN 55474 | Other Commissions | $29,837 |
UBS FINANCIAL SERVICES INC6 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 315 DEADERICK ST. · NASHVILLE, TN 37238 | Advisory (Plan) | $12,646 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $11,253 |
PENSION SERVICES, INC.5 years Filed as: PENSION SERVICES INC. Service code 13 | Contract Administrator | $10,000 |
PENSION SERVICES, INC.9+ years Service code 13 3150 SW 38TH AVE · MIAMI, FL 33146 | Contract Administrator | $3,300 |
Filed as: AMERIPRISE FI INC DBA COLUMBIA MGMT Service code 27 1163 AMERIPRISE FINANCIAL CENTER · MINNEAPOLIS, MN 55474 | Advisory (Plan) | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,254 | $95,274-67.2% | $135,903-77.0% | $74,419-58.0% |
| Participation rate | 92.4% | 78.2%+14.2pp | 81.9%+10.5pp | 70.7%+21.6pp |
| Annual return | 18.49% | 32.77%-14.3pp | 68.23%-49.7pp | 34.38%-15.9pp |
| Employer contribution / active EE | $619 | $3,874-84.0% | $4,856-87.2% | $2,637-76.5% |
| Participant deferral / active EE | $4,929 | $7,782-36.7% | $7,758-36.5% | $4,528+8.9% |
| Admin fee / account holder | $154 | $266-42.0% | $10,762-98.6% | $348-55.6% |